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  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Setting Expectations & Assessing Performance Issues

    Skills you'll gain: Team Performance Management, Expectation Management, Performance Management, Key Performance Indicators (KPIs), Accountability Frameworks, Employee Coaching, Employee Performance Management, Management Training And Development, Performance Metric, Coaching, Accountability, Performance Analysis, Performance Measurement, Gap Analysis, Performance Improvement, Goal Setting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    723 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    E

    EDUCBA

    Corporate Valuation - DCF and Relative Valuation

    Skills you'll gain: Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Cash Flow Forecasting, Equities, Cash Flows, Finance, Financial Statement Analysis, Financial Forecasting, Forecasting

    4.8
    Rating, 4.8 out of 5 stars
    ·
    16 reviews

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Bookkeeping Foundations and General Ledger Management

    Skills you'll gain: Month End Closing, Balancing (Ledger/Billing), Variance Analysis, Fraud detection, Expense Management, Bookkeeping, Generally Accepted Accounting Principles (GAAP), Record Keeping, Reconciliation, Income Statement, Data Validation, Payroll Systems, Expense Reports, Financial Statements, Payroll Processing, Business Metrics, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable

    3.5
    Rating, 3.5 out of 5 stars
    ·
    16 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Preview
    Preview
    U

    Universidad de Chile

    Competencias Laborales: Perfiles, Evaluación y Capacitación.

    Skills you'll gain: Training Programs, Performance Appraisal, Employee Training, Developing Training Materials, Peer Review, On-The-Job Training, Job Analysis, Training and Development, Performance Review, Employee Performance Management, Program Evaluation, Process Mapping, Verification And Validation

    4.4
    Rating, 4.4 out of 5 stars
    ·
    441 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Preview
    Preview
    U

    University of California, Irvine

    اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني

    Skills you'll gain: Time Management, Planning, Delegation Skills, Resource Management, Calendar Management, Expectation Management, Organizational Skills, Productivity, Accident Prevention, Prioritization, Overcoming Obstacles, Goal Setting, Disaster Recovery, Sales

    4.8
    Rating, 4.8 out of 5 stars
    ·
    885 reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    M

    Meta

    What is the Metaverse?

    Skills you'll gain: Augmented and Virtual Reality (AR/VR), Virtual Reality, Augmented Reality, Virtual Environment, Digital Assets, E-Commerce, Video Game Development, Blockchain, Diversity and Inclusion, Emerging Technologies, Research and Design, Market Opportunities, Social Impact, Economic Development, Content Creation, Economics, Safety and Security

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1K reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    G

    Google

    Manajemen Proyek Google

    Skills you'll gain: Milestones (Project Management), Backlogs, Scope Management, Agile Project Management, Program Standards, Project Scoping, Sprint Retrospectives, Project Documentation, Project Risk Management, Project Planning, Requirements Analysis, Stakeholder Analysis, Agile Methodology, Project Management, Communication Planning, Quality Assessment, Sprint Planning, Project Management Life Cycle, Program Management, Organizational Structure

    5
    Rating, 5 out of 5 stars
    ·
    826 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    I

    Illinois Tech

    Operations and Process Management

    Skills you'll gain: Process Improvement, Process Management, Process Improvement and Optimization, Business Process, Business Process Management, Process Analysis, Business Process Improvement, Performance Improvement, Quality Improvement, Continuous Improvement Process, Process Mapping, Operations Management, Quality Management, Quality Monitoring, Operational Excellence, Quality Management Systems, Change Management, Performance Measurement, Risk Management, Project Management

    Build toward a degree

    4.8
    Rating, 4.8 out of 5 stars
    ·
    211 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    University of California, Irvine

    Inventory Management

    Skills you'll gain: Inventory Control, Inventory Management, Operations Management, Supply Chain Management, Microsoft Excel, Supply Chain Planning, Order Management, Warehouse Management, Demand Planning, Logistics Management, Excel Formulas, Service Level, Operations, Data Management, Customer Data Management, Forecasting, Cost Control, Data Collection

    4.6
    Rating, 4.6 out of 5 stars
    ·
    253 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    K

    Kennesaw State University

    Cybersecurity Risk Management Frameworks

    Skills you'll gain: Risk Management, Cyber Governance, Cost Benefit Analysis, Security Management, Risk Management Framework, Vulnerability Management, Cyber Attacks, Cybersecurity, Threat Management, Cyber Risk, Risk Analysis, Enterprise Risk Management (ERM), Business Risk Management, Risk Mitigation, Vulnerability Assessments, ISO/IEC 27001, Threat Detection, Threat Modeling, Cyber Security Strategy, Security Awareness

    4.7
    Rating, 4.7 out of 5 stars
    ·
    212 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado System

    Palliative Care: It's Not Just Hospice Anymore

    Skills you'll gain: Pain Management, Patient Communication, Hospice, Patient-centered Care, Caregiving, Patient Evaluation, Active Listening, Basic Patient Care, Psychosocial Assessments, Treatment Planning, Healthcare Ethics, Respiratory Care, Communication Strategies, Respiratory Therapy, Compassion, Empathy, Patient Education and Support, Self-Awareness, Care Management, Communication

    4.8
    Rating, 4.8 out of 5 stars
    ·
    513 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Introduction to Robotics with Webots

    Skills you'll gain: Robotics, Machine Controls, Control Systems, Graph Theory, Engineering, Scientific, and Technical Instruments, Automation, Artificial Intelligence, Planning, Simulation and Simulation Software, Engineering, Simulations, Computer Science, Mechanics, Algorithms, Computer Programming, Virtual Environment, Spatial Data Analysis, Linear Algebra, Applied Mathematics, Design

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    82 reviews

    Beginner · Specialization · 3 - 6 Months

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In summary, here are 10 of our most popular financial planning courses

  • Setting Expectations & Assessing Performance Issues: University of California, Davis
  • Corporate Valuation - DCF and Relative Valuation: EDUCBA
  • Bookkeeping Foundations and General Ledger Management: Coursera
  • Competencias Laborales: Perfiles, Evaluación y Capacitación.: Universidad de Chile
  • اعمل بذكاء أكبر لا بجهد أكثر: إدارة الوقت الشخصي والمهني: University of California, Irvine
  • What is the Metaverse?: Meta
  • Manajemen Proyek Google: Google
  • Operations and Process Management: Illinois Tech
  • Inventory Management: University of California, Irvine
  • Cybersecurity Risk Management Frameworks: Kennesaw State University

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